Automations

Hello! I am really hoping someone may be able to assist me with getting data entered from a record in a specific column in one table, can generate a record in another table, with that data.. For Example:- We have Engineers who enter their Projected monthly forecasts for CIP (Capital Investment Projects) all at once, each record indicates a month. These Engineers enter about 1 years worth of estimated budget amounts, so we are talking multiple records. I specifically want to capture the data entered in the "Forecast Amount" Column of this table, to auto-generate, or copy that data to another table titled "Submitted Forecast". Additionally, I would like the DOF (Date of Forecast) to display on the record that is copied over to the Submitted Forecast Table. Can ANYONE assist me with this request please?! I would so deeply appreciate any input.  Thank you,Jordan

Hello, I have a table with reference fields from another table. I want to lock the values in those reference fields if a record has a certain value in a selected column and not have them updated even if those values are updated in the referenced table. Does anyone know how to accomplish this? Thank you!

Hi Airtable Community,I have a base with different automations with the same trigger. I would like to set an order by with these automations are triggered.For example, I would like Automation one to be triggered first. After automation 1, the automation 2 should start immediately.the easiest would be, to just add another “Find records” and another Repeating Group in this automation. Unfortunately, its not possible to add anything behind a repeating group.I Want specific phases and tasks for projects to be generated. Both needs to be linked to the project and the tasks should be linked to the phases. To do so, I need the phases to be created first (trigger=new project meets condition). After that, I need the tasks to be created and linked to the phases. When both automations start at the same time, some of the tasks are not properly linked because the phase was not created yet. (see Screenshot). 

I'm trying to set up an automation in Airtable and could use some help. Here's what I'm aiming to achieve:Scenario: I have two tables in my Airtable base:Table A (Products): This table contains product records.Table B (Orders): This table contains order records, each of which is linked to a product from Table A.Goal: Whenever a new record is created in Table A (Products), I want to automatically update a linked record in the same Table with the same product name (Products).Issue: I'm unsure how to set up the action to update the linked record in Table A with the same product name  (Products).Could someone guide me through the steps to set up this automation in Airtable? Any detailed instructions or tips would be greatly appreciated!Thank yo

Hi there, I'm having issues with an Automation that I've set up anytime a record is updated between Airtables that are all within the same Workspace and have been granted the same permissions at a Workspace level. I'm getting a message that says the update failed due to insufficient permissions.  However, each Airtable belongs to the space workspace and has the same group permissions. Anyone know how I get support on troubleshooting this complex issue?

Is this possible? I am unable to get the attachment mechanism working in an automation with send email action, or am simply misunderstanding. I just want to send all records in a view as a csv.

What I am trying to do is change the Status of a Project once the Status of all six associated tasks (in separate tables) are set to complete. I tried doing a formula approach with calculation fields (count) using this formula below (but the formula in the field gets cut in half once I save and close so its useless). I asked support if there was a character limit but they could not even answer that simple question.I am not married to the formula approach, in fact I'd rather not do it that way and have 13 extra fields in the Project record. Is there anyone out there that knows how to do this? Formula I created: IF(AND({Design Completed Tasks}={Design Total Tasks}),AND({Email Total Tasks}={Email Total Completed Tasks}),AND({Organic Social Total Tasks}={Organic Social Total Completed Tasks}),AND({SMS Total Tasks}={SMS Total Completed Tasks}),AND({Paid Social Total Tasks}={Paid Social Completed Tasks}),AND({Content

Hi,I have seen a few posted questions that are similar to my scenario, but I need more specific assistance. I am trying to update my Appointments grid view records when someone cancels their appointment that they've scheduled through Calendly. I have tried to create the right formulas for record look up in Zapier and Airtable Automations, but they keep coming up empty. In Zapier, it looks like it might be a multi-step search which is only available on paid plans and I really don't want to have to pay for another subscription to do what might be possible in Airtable alone. Please help! Thanks so much 🙂

Hi allI have created an automation so that when I Trigger 'Create Dispatch' button this will automate a dispatch quantity.I want to have this trigger reset back to being a blank field as below.  Below is the automation with error populated on the 'Update Record' Thank you in advanceGeorge   

I have several automations with the trigger of "new row created in Google sheets". The action is for the data from Sheets to create a new record in AT. "Test automation" works fine. But then the automation works SOMETIMES! It wasn't running at all. Then all of a sudden, it will pull in a record. Yesterday it pulled in every record I created. Now it's doing almost nothing. I have tried it with Google Form submission as a trigger also - same problem.I really can't pay for another service to do this. I had this working last year, now can't figure out where I'm going wrong. Thank you for your help!

Hi,I have a to-do list table that I want to share a view of it with a collaborator so that she can add her own tasks and create a new, bigger table for a project that both of us are working on.This is how I do it:First, I created a new base where I added her as a collaborator. In this base, I created a synced table from my own to-do list table. To merge with her tasks, I created a project table in the same base and created an automation (when a record is created in the synced table, create a record with all the fields in the project table). This works well.Secondly, I want it to update records in the project table whenever the to-do list table is updated. However, it seems that I’m not able to find Record IDs for the automation to update records. I know how to create a field containing record IDs in the synced tab

Hi,I'm trying to attempt accounts receivables reconciliation in Airtable. I have managed to get email bank statements parsed with Zapier, which creates short strings like "NN has the paid the bill 499,00" in one table ("statements"). In another table I have orders ("Orders"), some of which are open (and now marked "paid" by hand).I had thought I easily could make an automation triggered by the creation of a new record in Statements, which would check for any open orders matching on the name. I tried putting two 'Find records' actions after each other, where I thought I could feed the output of the first into the second, thereby filtering down to a result with only those records for which there is a match in both tables. After that I would create a Repeating action to update all those record.Unfortunately I couldn't find a way to feed the output (list of names) to the second 'Find records' to match a contains -filter. Saw just an error message "Cannot assign list

Hi all, I am new to airtable and fumbling my way to create a resource directory for a group of companies.  What I am stuck on at the moment is how to adjust the options shown in a dropdown list if a name is not shown in another column. Screenshot below - is it possible to only have the names listed in the respective 'Provider' cell, in the Select dropdown? So in the example below, only have 'Thrive' and 'StartupQ' in the Select dropdown for that row?   I hope this makes sense! Many thanks,   

I'm new-ish to AirTable formulas (though experienced with spreadsheet formulas) and I have a unique situation where I would like to calculate a calendar date based on a combination of units that include Frequency (eg, monthly or weekly), Day of Week (Mon, Tue, etc.), and Week# of Month.For example:  X event occurs every three months on the third Weds of that month. These schedules are variable by record (it's a client service schedule), so some clients are serviced once per week while others are serviced once every other month, etc. The goal is to show at least the next service date after today (and if possible, all future service dates throughout the year) on a calendar view. But I cannot just add a number of days or weeks to calculate the next date because the schedule needs to place service events on the particular week/day/month combo.I do not have a starting formula yet because I'm not sure what logic is needed to pull together the variables.

Hello! I have an event workback schedule set up with a formula column to auto-generate a due date based on what date I specify in my date column (see ex. formula below). However, I would like to have the formula column auto-generate a list of due dates based on one 'master' date. I BELIEVE this would be an automation, possibly?For example, we have an event coming up on April 7th. I would like to specify 'April 7th' in Airtable and have all the due dates in my work back schedule auto-update. Rather than go through each row and change the date.  DATETIME_FORMAT((SWITCH(  {Deliverable},  "Request agenda items", DATEADD({Meeting Date}, "-10", 

Hi all, im struggling to figure this one out and feel like there is a simple solution 🤔 🤔 I am create a resource library for a group of companies, so they can share resources between themselves. Here is a copy of the base...https://airtable.com/appPv62y3frc8BYJA/shr7YAMJDLTc4czrW How I see it working is that when a company views the library and finds a resource they would like, they can click on the 'Request info' button (viewed when clicked on tile), they can then select the 'company' that has the resources then sends the request. Right now I have the button generating an email, which is fine when there is only one provider of the resources. But when there is more than one provider the button do

Hi all, I am trying to get a script to run within an automation (I have used AI to write this as my scripting knowledge is low) however I can not seem to get it to write to the single select cell called status fix. If anyone has any idea i would be forever greatful! let table = base.getTable('RSS Feed');let query = await table.selectRecordsAsync();// Function to determine the statusfunction determineStatus(suffix, isFirstTime) {   &nbsp

I have an automation that is sending a Google Doc link via gmail. But when the link sends, an underscore is left out somehow, so the link doesn't work. Any idea why? Or is there some kind of work around?This is how the link is showing up when it gets emailed:this is what the message looks like in the automation :  This is how the formula looks that is making  the g drive certificate link-- the link shows up fine in the airtable. "https://docs.google.com/document/d/" & {📜Certificate Google Doc ID}& "/edit?usp=drivesdk

I support an organization fundraising in a variety of currencies (USD, GBP, EUR, CAD, ILS). To simplify the process for the person maintaining the list, I have a single number field for the donation amount and a single linked field to select the appropriate currency (this is opposed to having 5-6 different currency fields on the intake form and needing to choose the correct currency field each time). We found that it was easier and faster to use a linked filed as opposed to a single select for currency.I would like to keep a running total of all the donations' values in both USD and EUR so I can use rollup fields to display overall amounts on a dashboard (i.e. my 100 donations in a variety of currencies are worth a total of USD 10,000 or EUR 9,500).Exchange rates are "static" in that if on the day of the donation, the ILS:USD rate is 4:1, it should stay calculated at that rate forever, even if in a year from now the rate is different. Exchange rates will be updated onc

Hi all - I’m trying to run an automation using a 3rd party Webhook. When a new Post is sent live, or updated, in my WordPress site I want to send various bits of info about that Post to AirTable. Everything works fine when I use ‘Create Record’ (so I know the webhook works) but obviously if I update the Post at any point it just adds it as a duplicate. So what I want to do is use Update Record instead (I think?). When a new Post is created, add it to AT, if that post is updated, update the record in AT. However - my understanding from this post Update record action failing (error: received invalid inputs.) - #3 by Brian_Nana-Sinkam, given what @Kamille_Parks says, is that I can’t use a Record ID from my Webhook e.g. Post_GUID. I need to use the AT Record ID. Which I don’t have available it seems.

Hi all,I am new to Airtable, and I am trying to set up an automation where an email will be sent to a project lead if there are 7 days left to complete a project and the project status is incomplete. I followed the instructions in the following Airtable article: https://support.airtable.com/docs/repeating-groups-of-automation-actions?_gl=1*1qbpd8o*_gcl_au*NzgwMzkwMzUzLjE3MTgxMTMyNzQ.*_ga*MTQzMjM3NjA0Ni4xNzE4MTEzMTY4*_ga_HF9VV0C1X2*MTcyMDYxNTcwMy4yNy4xLjE3MjA2MTU5OTMuNDEuMC4w.  I have the automation set up as follows:Trigger:When a record matches conditions: = 7 days to complete AND = Planning/In progress/Delayed status Actions

Hello! I want to use the AI text generation field to query the LLM. When I use GPT 4.o with the same prompt on ChatGPT it works fine, however when I use the same prompt in Airtable, I get "no information found" as e reply (my prompt asks to provide this answer if there is no information found for the question). So I wonder:Which AI model does Airtable use for users that are not on the Enterprise tier?Why the difference in answers?If Airtable is using GPT, is it using a version that can and will use "Tools" to answer the prompt?Thanks for your help.

Hi,I have table of properties, faults and professionals.When I have a fault, I create a new record in the faults table and select the property where the fault occurred and the professional who worked on the fault.If the problem has been solved, I change the status to "Done" and send an email (with the help of automation) with a request for payment (that the customer will transfer payment to the professional) for the work.I want that when I buy the materials to deal with the problem, I have the option to add it to the email sent to the customer.For example - if an apartment had to be painted and there was no paint, I went to buy the paint, now when I mark this task as "done" I would like the customer to receive an email with a payment request for the painting work (payment to the professional) and also for the paint (payment for the supplier) when sending a request for payment I send the customer the private bank details of the professional/supplier

Hi,I work for a property management company.I made a table for assets, faults, professionals and suppliers.When there is a fault, I add a fault to the fault table and link to the property where it happened.In addition, I add to the fault the professional in the fault.When the fault is over, an email is sent to the customer to whom the property belongs and in the email there is a request for payment for the fault with the professional's bank details (for bank transfer).So far it's working great!When we need to buy materials for the breakdowns.I wanted to do the same as with the professionals only with suppliers.I mean, when there is a malfunction for the purpose of the example - painting an apartment - and there is no paint then we buy from one of the suppliers, at the end of the malfunction I would like to ask the customer in the email of the automation to transfer payment for the supplier as well.It also works great!

Hello! Apologies if this is already solved or discuss or I am just missing something obvious. I am trying to create a button on an interface that does the following: Run an automation that has a custom script, create a new record in a different table, and then navigate the user to different section of the Interface. I don't see any automation actions that would navigate the user. I do see that a button can be used on its own to navigate the user to a different section of the interface, but I don't see any way to combine these methods into one swift action. Is something like this possible? Thank you in advance for your help! James